Martus customers with an interface to Business Central (Sylogist overlay) can export their budget in a format that contains all the information necessary to import into Business Central.
Step by Step
- Navigate to Planner > Dynamics.
- Verify the Fiscal Year and Budget. The default is the current budget year and the Planner default budget.
- Specify any dimension filters if you only want to export part of your budget. Best practice is to export the entire budget at one time.
- Click Export when ready.
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